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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $829,078 | $209,336+296.1% | $197,124+320.6% | $137,256+504.0% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 46.64% | 48.09%-1.4pp | 44.34%+2.3pp | 220.34%-173.7pp |
| Employer contribution / active EE | $9,424 | $6,591+43.0% | $6,227+51.3% | $4,156+126.8% |
| Participant deferral / active EE | $9,418 | $9,614-2.0% | $9,135+3.1% | $6,407+47.0% |
| Admin fee / account holder | $10 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |